Replies to post #234940 on Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

CCMP is broken, it can bounce, maybe even to $40 in a strong market with a strong SOX, but I think that by this time next year, it will see $20. Very dangerous. I think that they have competitive problems. The use of CMP is increasing, no reason for their business to go down, except competitive pressures. I would be extremely careful with that one.